Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,541 | $56,640+231.1% | $78,002+140.4% | $55,167+239.9% |
| Participation rate | 95.9% | 73.3%+22.5pp | 75.5%+20.3pp | 69.0%+26.9pp |
| Annual return | -3.39% | 2868.48%-2871.9pp | 425.99%-429.4pp | 169.23%-172.6pp |
| Employer contribution / active EE | $5,143 | $1,724+198.4% | $2,470+108.2% | $1,963+162.0% |
| Participant deferral / active EE | $8,753 | $2,778+215.1% | $3,497+150.3% | $3,054+186.6% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |